See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,914 | $53,127+131.4% | $86,590+42.0% | $70,131+75.3% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 16.58% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,829 | $2,068+133.5% | $2,839+70.1% | $2,342+106.2% |
| Participant deferral / active EE | $9,864 | $2,696+265.9% | $3,609+173.3% | $3,332+196.0% |
| Admin fee / account holder | $2,519 | $3,585-29.7% | $4,906-48.6% | $4,645-45.8% |